Why isn't my Auto Tags rule tagging existing customers?

Short answer: Auto Tags rules run on new events only: a customer is created, or an order is created, paid, fulfilled or canceled. Customers and orders that existed before the rule are not tagged automatically.

Tag existing customers or orders

1. Go to B2B Customers > Auto Tags.
2. Open the Apply to previous customer & orders tab.
3. Pick an active rule, then choose Previous customers or Previous orders.
4. Click Submit.

The app works through your customers or orders in the background. Check the result in Auto tag history.

Good to know

• Only one bulk run can happen at a time per store.
• Order rules with paid-order conditions are not listed for bulk runs.
• The same tab has Remove customer/order tags if you need to undo tags in bulk.

New records

New customers and orders are tagged automatically as long as the rule is active and your plan includes Auto Tags (Essentials or higher).